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Brandon Tyler Zahal

Crossgate Wealth Advisors, LLC

Newtown, PA

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Current Employers
Crossgate Wealth Advisors, Llc

125 Pheasant Run Suite 100, Newtown, PA 18940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-23
PA RA APPROVED 2025-01-09
  • TX RA
    APPROVED_RES
    Since 2025-10-23
  • PA RA
    APPROVED
    Since 2025-01-09

Branch Locations

125 Pheasant Run Suite 100, Newtown, PA 18940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Presilium Private Wealth Radnor PA 01/2023 10/2023
Cornerstone Capital Planning Group Philadelphia PA 03/2022 08/2022
Acme Markets Newtown PA 01/2016 01/2017
Temple University Philadelphia PA 08/2020 05/2023
Rockwood Wealth Management New Hope PA 12/2023 10/2024
Dairy Queen Richboro PA 02/2017 06/2017
Crossgate Wealth Advisors, Llc Newtown PA 11/2024 Present
Council Rock South High School Holland PA 01/2015 06/2018
Bucks County Community College Newtown PA 08/2018 12/2018
West Chester University West Chester PA 01/2019 12/2019
Unemployed Ivyland PA 01/2020 07/2020
  • 01/2023 → 10/2023
    Presilium Private Wealth
    Radnor, PA
  • 03/2022 → 08/2022
    Cornerstone Capital Planning Group
    Philadelphia, PA
  • 01/2016 → 01/2017
    Acme Markets
    Newtown, PA
  • 08/2020 → 05/2023
    Temple University
    Philadelphia, PA
  • 12/2023 → 10/2024
    Rockwood Wealth Management
    New Hope, PA
  • 02/2017 → 06/2017
    Dairy Queen
    Richboro, PA
  • 11/2024 → Present
    Crossgate Wealth Advisors, Llc
    Newtown, PA
  • 01/2015 → 06/2018
    Council Rock South High School
    Holland, PA
  • 08/2018 → 12/2018
    Bucks County Community College
    Newtown, PA
  • 01/2019 → 12/2019
    West Chester University
    West Chester, PA
  • 01/2020 → 07/2020
    Unemployed
    Ivyland, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-15
Designations
Other Names
  • Brandon Tyler Zahal
  • Brandon Zahal

View on SEC IAPD

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